Position in HEI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,495,200
+$7,930,200 QoQ
Shares Held
80,000
+6.7% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#141
of 916 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026One Madison Group LLC holds $239,714,070 across 6 Aerospace & Defense names. HEI ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
|
690,000 | $55,620,900 | |
| 2 | WWD |
Woodward, Inc.
|
120,000 | $51,052,800 | |
| 3 | GE |
General Electric Co
|
129,000 | $48,211,170 | |
| 4 | DPC |
DPC Holdings PLC
|
800,000 | $39,248,000 | |
| 5 | HEI |
Heico Corp
This page
|
80,000 | $28,495,200 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
100,000 | $17,086,000 |
All Filings in HEI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,495,200 | 80,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,565,000 | 75,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,887,200 | 80,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,825,600 | 80,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,360,000 | 120,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,734,700 | 130,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,675,920 | 108,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||